Assets Under Management
$285.4M
Number of Clients
1,561
Number of Advisors
20
Average Client AUM
$183K
AUM per Advisor
$14.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Modern Capital Advisors offers personalized investment advisory services, including financial planning and asset management. Financial planning covers comprehensive or modular plans. Asset management provides continuous supervision, potentially using third-party money managers. They also offer retirement plan consulting. Services are tailored to client needs.
7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617